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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Highmark Wealth Management LLC (swap one in):+ Chatham Wealth Management $642.9M · Chatham, NJ+ Chapin Davis Asset Management $642.8M · Baltimore, MD+ Rtw Financial Advisors Inc $581M · Dallas, TX+ Allodium Investment Consultants, LLC $576.8M · Minneapolis, MN
St. Paul, MN
Ramsey, NJ
Manchester, MA
Assets under management$611.7M$642.6M$642.4M
Asset growth, last 2 years+26%+33%+40%
Advisory staff443
Individual clients429287149
Assets per client$1.4M$2.2M$4.3M
Clients per advisor1077250
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack251
People on Advicer.bio573

From each firm's latest Form ADV (Apr 2026, Oct 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolHighmark Wealth Management LLCRegency Wealth ManagementArjuna Capital, LLC
Client File Sharing
ShareFile–Uses it–
Custodial Platform
Wealthscape (Fidelity)Uses itUses it–
Financial Planning
eMoneyUses itUses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Highmark Wealth Management LLC: Fidelity · Regency Wealth Management: Fidelity · Arjuna Capital, LLC: Schwab